StoneCrest Wealth Management, Inc

03/05/2026

What Does a Weaker U.S. Dollar Mean for Your Money?

The U.S. Dollar Index — which measures the value of the dollar against the world’s six most traded currencies — took a historic 11% dive in the first six months of 2025, delivering the worst first-half performance since the 1973 oil crisis. As of February 27, 2026, the dollar had lost more than 10% of its value since the beginning of 2025. 1–2

https://www.stonecrestwealth.com/HOT-TOPIC--What-Does-a-Weaker-U-S--Dollar-Mean-for-Your-Money.c10499.htm

11/13/2025

📬 Our Newsletter Just Dropped!

A quick roundup of timely year-end topics — tax updates 💼, retirement timing 📆, Medicare reminders 🏥, and smart planning tips 💡.

Take a peek and book a meeting if you want to chat next steps!

Email from StoneCrest Wealth Management, Inc. Schedule a Free Consultation Today! StoneCrest Bulletin November 2025 Visit our Website 118 S Kyrene Road, Suite 4 Chandler, AZ 85226 • 602-258-9400 • inf

10/24/2025

📉 The Fed Makes Its Move

The Federal Reserve recently lowered interest rates for the first time in nine months — a small but meaningful shift as it works to balance inflation and employment.

What does this mean for borrowers, savers, and investors? The answer isn’t simple, but understanding the Fed’s reasoning helps us prepare for what comes next.

📰 Read more here:
👉 https://www.stonecrestwealth.com/HOT-TOPIC-The-Fed-Lowers-Rates-in-an-Economic-Balancing-Act.c10437.htm

09/08/2025

📢 September StoneCrest Bulletin is here!

This month, we’re diving into timely topics that matter for your financial well-being:

✅ How high savers can benefit from the Mega Backdoor Roth
✅ Practical tips for financial conversations with aging parents
✅ Why rare earth elements are making global headlines
✅ The importance of renters insurance as a safeguard

👉 Click below to read the full newsletter and see how these strategies may fit into your financial future.

Email from StoneCrest Wealth Management, Inc. Schedule a Free Consultation Today! StoneCrest Bulletin September 2025 Visit our Website 118 S Kyrene Road, Suite 4 Chandler, AZ 85226 • 602-258-9400 • in

08/19/2025

📢 Big Changes in the Tax Code Just Became Law

On July 4th, the One Big Beautiful Bill Act (OBBBA) was signed into law, bringing some of the most sweeping changes to the tax code in years. From making the 2017 tax cuts permanent to new deductions for seniors, expanded SALT limits, and changes to charitable giving rules—this legislation will affect families, retirees, and business owners alike.

👉 Here’s an article that outlines the key provisions:

https://www.stonecrestwealth.com/HOT-TOPIC-Whats-in-the-New-Tax-Legislation.c10409.htm

At StoneCrest, we help clients cut through the noise and build strategies that fit their goals—especially when major tax shifts like this occur. If you’d like to discuss how these new rules may affect your situation, let’s connect.

07/30/2025

🎯 Left a job recently? Retiring soon? It might be time to take control of your retirement savings.

Rolling over your old 401(k) into an IRA can give you more flexibility, investment options, and control over your financial future. Whether you’re looking to simplify your accounts, explore Roth conversion opportunities, or just make sure your money keeps working hard—an IRA rollover could be a smart move.

👀 Learn how a rollover works, what to watch out for, and how it might fit into your long-term plan:
🔗 https://www.stonecrestwealth.com/What-Is-an-IRA-Rollover.c1034.htm

📞 Have questions or want to walk through your options? Let’s talk—we’re here to help you make the most of your next chapter.

07/24/2025

Not All Sectors Are Created Equal! ⚡📈

While the market moves as a whole, certain industries lead the charge while others lag. That’s why sector funds are so powerful — they help us zero in on the areas with the strongest potential.

At StoneCrest Wealth, we use these funds to fine-tune your portfolio, keeping it aligned with today’s trends and tomorrow’s opportunities.

Check out this quick read

🔗 https://www.stonecrestwealth.com/Fine-Tuning-with-Sector-Funds.c10390.htm

07/02/2025

📈 Warren Buffett's investing wisdom has stood the test of time—and there's plenty we can all learn from his approach. From patience and discipline to staying focused on long-term value, his principles still ring true in today’s market.

Check out 7 timeless lessons from the Oracle of Omaha:

🔗 https://www.stonecrestwealth.com/HOT-TOPIC-Buffett-Takes-a-Bow-7-Lessons-from-an-Iconic-Investor.c10396.htm

06/04/2025

📉 Moody’s Downgrades U.S. Debt – What Does It Mean for Investors?

We’re sharing a timely article that takes a closer look at the recent downgrade of U.S. government debt by Moody’s. It explores what led to the decision, how markets have responded, and what it could mean moving forward.

While headlines like this can spark concern, it’s important to understand the broader context and stay focused on long-term goals.

Take a few minutes to read the article, and don’t hesitate to reach out if you'd like to discuss how this may (or may not) impact your financial strategy:

https://www.stonecrestwealth.com/HOT-TOPIC-Moodys-Downgraded-U-S--Debt--Does-It-Matter.c10386.htm

05/16/2025

📌 What happens to your debt when you’re gone?

It’s a question few want to think about—but one that can have lasting impact on your loved ones.

In most cases, debt is settled through the estate—but if you have joint accounts, cosigned loans, or live in a community property state, your family could be affected.

At StoneCrest Wealth, we help clients plan ahead to avoid unwanted surprises.

🔗 https://www.stonecrestwealth.com/Debt-After-Death-What-Happens-to-Debt-When-Someone-Dies.c10368.htm

05/08/2025

📊 Market Recovery Underscores the Power of Long-Term Strategy

We’re seeing some positive momentum in the markets lately—thanks to more stable economic trends and strong earnings from many companies. It’s a good reminder that while the market goes up and down, strong fundamentals and a long-term plan are what really matter.

At StoneCrest Wealth Management, we help clients stay focused on the big picture. Chasing short-term gains rarely works—but having a strategy built for long-term growth does.

📰 Want insights like this delivered straight to your inbox? Sign up for our monthly newsletter to stay up to date on market trends, planning tips, and smart strategies for your financial future.

💬 Have questions or want to review your strategy? Send us a message or book a free consultation today!

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